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Disclosery

CapWealth Advisors, LLC: CVX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CapWealth Advisors, LLC on CVX, newest first. How the timeline and the estimate are built.

CapWealth Advisors, LLC held 199,164 CVX shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 199,164 shares
    Change vs previous 13F +7,418 shares

    3.07% of the 13F portfolio, value $40,671,288.

    13F-HR 0001531809-26-000007 filed by CapWealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 191,746 shares
    Change vs previous 13F +1,343 shares

    2.18% of the 13F portfolio, value $31,783,784.

    13F-HR 0001531809-26-000005 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 190,403 shares
    Change vs previous 13F -1,251 shares

    2.92% of the 13F portfolio, value $39,394,427.

    13F-HR 0001531809-26-000004 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F/A 191,654 shares
    Change vs previous 13F -54 shares

    2% of the 13F portfolio, value $29,209,932.

    13F-HR/A 0001531809-26-000003 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F/A 191,708 shares
    Change vs previous 13F -8,622 shares

    2.05% of the 13F portfolio, value $29,770,395.

    13F-HR/A 0001531809-26-000002 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 200,330 shares
    Change vs previous 13F +25,881 shares

    2.83% of the 13F portfolio, value $28,685,301.

    13F-HR 0001531809-25-000005 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 174,449 shares
    Change vs previous 13F +491 shares

    3.17% of the 13F portfolio, value $29,183,573.

    13F-HR 0001531809-25-000002 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 173,958 shares
    Change vs previous 13F not available

    2.78% of the 13F portfolio, value $25,196,093.

    13F-HR 0001531809-25-000001 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).